Odoo Field Service + Planning · set up by TechNext

On site. On record.

Tri-Comp's engineers spend their days at client premises — server rooms, network closets, CCTV racks, PABX cabinets. Odoo Field Service gives whoever is coordinating a live board to place every visit against real engineer availability, and gives each engineer their day's jobs, checklists, parts and client sign-off on their phone. The service report is finished before they leave the building.

Odoo Field Service — scheduling Tri-Comp engineers across client sites

Four engineers, planned like forty.

A small team is an advantage — clients get the same familiar faces — but it leaves no slack. When two sites go down in the same hour, the coordinator needs to see the whole week at once, not reconstruct it from WhatsApp.

3
Planning views (Kanban / Gantt / Map)
1
Board showing all engineer availability
0
Paper service reports to type up

Every view the coordinator needs.

Gantt to see who has capacity this week, list to triage what's outstanding, calendar to slot a client's preferred maintenance window. Map view groups jobs by location so an engineer already in Ubi doesn't drive back across the island for a second call.

Odoo Field Service Gantt planning view Odoo Field Service task list view Odoo Field Service calendar view

The whole job, on the engineer's phone.

The engineer opens Odoo on the way to site. Today's visits are listed in order, the client's address opens in Google Maps, the checklist for that equipment type guides the work, and parts taken from the van are recorded against the job. The client signs on the screen, and the completed service report is emailed to them before the engineer is back in the lift.

Today's route, in order Address → Google Maps Equipment-specific checklists Parts consumed on site Client signs on screen Report emailed automatically Works offline in server rooms

The service report writes itself.

Tri-Comp's engineers already record what they did on site. Odoo just captures it once, in a structured worksheet, and turns it into the client's report, the equipment history and the timesheet entry at the same time.

Service Report · FS-2041 Tri-Comp Solutions Pte Ltd
Client siteLevel 12 server room
Linked ticket#3187 — file server unresponsive
ContractStandard maintenance — covered
EngineerAssigned automatically
On site09:20 – 11:05 · 1h 45m
✓ RAID array status verified, degraded disk identified
✓ Replacement drive fitted — serial recorded from stock
✓ Rebuild started, backup job re-run and confirmed
✓ Firmware and patch level checked against baseline
✓ UPS load and battery health logged
Parts used1 × SAS HDD (from van stock)
Client sign-offSigned on device
One entry on site → client report emailed, equipment history updated, stock deducted, 1h 45m posted to the timesheet, contract consumption recorded.

Illustrative worksheet — TechNext builds the checklist templates around Tri-Comp's actual service categories.

Built for the way IT support actually happens.

Tri-Comp's field work spans general IT maintenance, contracted preventive visits, security and access control, VOIP and cloud migrations. One configuration handles all of it.

Ticket → visit in one click

When a helpdesk ticket can't be fixed remotely, it becomes a scheduled field task carrying the client, the fault history and the SLA with it. Nothing is re-typed.

Preventive visits, generated

Contracts that promise quarterly or monthly health checks generate their own work orders on the due date. No calendar reminder to forget.

Equipment history per site

Every visit, fault and replaced part is attached to the equipment record at that client's site — invaluable when a client questions a recurring failure or a warranty claim.

Parts from van stock

Each engineer's vehicle can be its own stock location. Parts fitted on site are deducted from the van and replenished from the office automatically.

Time that becomes revenue

Hours recorded on site post straight to the timesheet. Covered by contract, they draw down the client's entitlement; out of scope, they become an invoice line.

Multi-day rollouts

Office relocations and network upgrades are planned as multi-day projects with several engineers and dependencies — not a pile of unrelated visits.

What Tri-Comp gains with Field Service